AllSquare Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1K | Hold |
400
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $19K | Hold |
400
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $19K | Hold |
400
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $19.3K | Hold |
400
| – | – | 0.01% | 321 |
|
|
2024
Q2 | $18.9K | Hold |
400
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $19K | Hold |
400
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $19.1K | Sell |
400
-100
| -20% | -$4.78K | 0.01% | 303 |
|
|
2023
Q3 | $23.1K | Sell |
500
-51
| -9% | -$2.36K | 0.02% | 280 |
|
|
2023
Q2 | $25.8K | Hold |
551
| – | – | 0.02% | 277 |
|
|
2023
Q1 | $26.2K | Hold |
551
| – | – | 0.02% | 280 |
|
|
2022
Q4 | $25.9K | Hold |
551
| – | – | 0.02% | 267 |
|
|
2022
Q3 | $25K | Sell |
551
-250
| -31% | -$11.3K | 0.02% | 260 |
|
|
2022
Q2 | $38K | Buy |
+801
| New | +$38K | 0.03% | 232 |
|
|
2022
Q1 | – | Sell |
-801
| Closed | -$39K | – | 539 |
|
|
2021
Q4 | $39K | Hold |
801
| – | – | 0.02% | 255 |
|
|
2021
Q3 | $40K | Hold |
801
| – | – | 0.02% | 247 |
|
|
2021
Q2 | $40K | Hold |
801
| – | – | 0.02% | 259 |
|
|
2021
Q1 | $40K | Hold |
801
| – | – | 0.02% | 251 |
|
|
2020
Q4 | $40K | Hold |
801
| – | – | 0.03% | 220 |
|
|
2020
Q3 | $40K | Hold |
801
| – | – | 0.03% | 217 |
|
|
2020
Q2 | $40K | Hold |
801
| – | – | 0.03% | 208 |
|
|
2020
Q1 | $39K | Hold |
801
| – | – | 0.03% | 182 |
|
|
2019
Q4 | $39K | Hold |
801
| – | – | 0.03% | 212 |
|
|
2019
Q3 | $39K | Hold |
801
| – | – | 0.03% | 212 |
|
|
2019
Q2 | $39K | Hold |
801
| – | – | 0.03% | 216 |
|
|
2019
Q1 | $39K | Buy |
+801
| New | +$39K | 0.03% | 217 |
|